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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,120 | $175,231-52.6% | $149,696-44.5% | $139,466-40.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.95% | 166.77%-147.8pp | 134.46%-115.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $2,138 | $5,478-61.0% | $4,821-55.6% | $4,754-55.0% |
| Participant deferral / active EE | $2,793 | $6,521-57.2% | $5,682-50.8% | $6,712-58.4% |
| Admin fee / account holder | $268 | $16,155-98.3% | $13,212-98.0% | $11,409-97.6% |